Tracking installations and equipment on mobile

  • Updated

In this article, you will learn how to keep track of your installations and other equipment on the mobile app.

If your team regularly performs installations, keeping track of those efforts is likely a vital part of your business. Workiz provides your team with critical visibility into your equipment installations, giving them access to the installation history associated with specific clients to ensure they’re always prepared for a job.

All of these tools are also available on the go using the Workiz mobile app. 

Adding equipment

Adding equipment to a job

Equipment can be added to a job in two different ways: as a new or existing installation. New installations must first be added as job items. Existing installations can be logged manually without needing to add them as job items.

  1. Open the job you want to add equipment to
  2. Scroll down and select Equipment
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  3. Select Add equipment and choose the type of equipment you want to add:
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    1. Job equipment: New equipment that you are installing from the job’s list of item

      This option will only appear if you have already added items to this job.

    2. Client equipment: Equipment you have previously installed for this client
    3. Existing equipment: Equipment that has already been installed for this client, whether by your team or another company
  4. Choose the item you want to add as equipment
  5. Enter the equipment details:
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    1. Name
    2. Model #
    3. (Optional) Manufacturer
    4. (Optional) Labor warranty
    5. (Optional) Manufacturer warranty
    6. (Optional) Serial #
    7. (Optional) Installation date
    8. (Optional) Location in property
    9. (Optional) NotesEnter the equipment details:
  6. Select Save

Your equipment will now be added to the job. You will be able to select it as client equipment when adding equipment to other jobs in the future. 

Adding equipment to a client profile

Workiz also gives you the option of adding equipment directly from a client's profile page, but it will have to be categorized as existing equipment with no direct ties to a specific job (to start). After adding equipment from the client profile page, you can add it to future jobs as client equipment.

  1. Open the profile of the client you want to add equipment for
  2. Select Equipment
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  3. Select Add equipment
  4. Enter the equipment details: 
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    1. Name
    2. Model #
    3. (Optional) Manufacturer
    4. (Optional) Labor warranty
    5. (Optional) Manufacturer warranty
    6. (Optional) Serial #
    7. (Optional) Installation date
    8. (Optional) Location in property
    9. (Optional) NotesEnter the equipment details:
  5. Select Save

Your equipment will now be saved to the client's profile. You will be able to select it as client equipment when adding equipment to jobs in the future. 

Viewing equipment history

After adding equipment to a job in Workiz, the equipment will be visible across two areas within the platform: the relevant job page (where the equipment was added) and the client profile. 

From here, you’ll be able to edit the equipment, view its activity history, or remove it from your account.

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To view equipment history:

  1. Open the job or client profile that includes the equipment
  2. Select > History
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